Adding a checklist template

Templates and checklists can be inserted by all users with the ADMIN role.

All other users can only add individual new tasks for themselves.

For lists of tasks that you expect to repeat (onboarding / offboarding colleagues), we recommend starting with the templates in Onboarding and tasks / Templates. 

If you do not want to use a template, you can create a new checklist in Onboarding and tasks / In Progress.

In both cases, you will add a deadline to the created checklist and a Responsible Person in charge of the checklist. Check or edit the task holder and the deadline for the individual task